NASDAQ$STRO

Sutro Biopharma Inc · Q4 2019 earnings

Q4 2019 earnings · · Investor relations

Briefing

Sutro Biopharma reported full year 2019 financial results and recent business highlights and developments.

Sutro Biopharma, Inc. reported its financial results for the year ended December 31, 2019. The company had cash, cash equivalents and marketable securities of $133.5 million as of December 31, 2019, and revenue of $42.7 million for the year ended December 31, 2019.

  • STRO-002 data from an ongoing Phase 1 clinical trial in ovarian and endometrial cancers late-breaking abstract was accepted by AACR; Sutro plans to announce updated data in the second quarter 2020.
  • STRO-001 Phase 1 clinical trial and dose escalation ongoing in multiple myeloma and lymphoma.
  • Collaborator Merck extends research term of collaboration’s first cytokine-derivative program.
  • Sutro unveiled innovative cancer therapy approach using precise tumor targeted immunostimulant antibody drug conjugate at World ADC London.

Headline financials

Total Revenue

$11.3M

Previous: $19.1M-40.8%
EPS (adj)

-$0.65

Previous: -$0.07-828.6%
Net Income

-$55.7M

No prior period
Operating Income

-$55.5M

No prior period
Cash & Equivalents

$133M

No prior period
Total Assets

$156M

No prior period

Revenue & EPS history

Sutro · Revenue · Quarterly

$11.3M

Q4 2019-40.8%vs Q4 2018
Beat estimate in 2 of 7 quarters(29%)
ActualEstimate

Revenue by segment

Sutro · $14.5M total across 2 segments · Q1 2026

  • Astellas Pharma Inc.
    $14.5M
  • Vaxcyte, Inc.
    $15K

Forward guidance

Sutro is focused on advancing its oncology therapeutics and collaborations.

Tailwinds

  • STRO-002 Phase 1 trial data update expected in Q2 2020.
  • STRO-001 Phase 1 trial ongoing with additional data expected in the second half of 2020.
  • Merck collaboration extended, advancing cytokine-derivative product candidate.
  • BMS BCMA-targeting ADC (CC-99712) Phase 1 trial enrolling patients.
  • EMD Serono bispecific ADC designated as clinical development candidate.

Headwinds

  • Cancellation of AACR Annual Meeting delayed presentation of STRO-002 data.
  • Clinical development is subject to inherent uncertainties.
  • Potential delays in patient enrollment for clinical trials.
  • Dependence on collaborations with third parties.
  • Risks related to health epidemics or contagious diseases, such as the novel coronavirus.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q4 2019

Historical avgQ4 2019

-0.8%

Avg return

Earnings day

-1.3%

Avg return

5 days after

+3.4%

Avg return

30 days after

42%

13 / 31 earnings

Positive

+22.2%

Q4 2023

Best reaction

-29.4%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025+2.8%-1.6%
Q1 2026-3.1%-20.2%-27.0%
Q3 2025-15.8%-13.8%-7.9%
Q2 2025-2.1%-4.9%+29.3%
Q1 2025-3.8%-1.1%-3.3%
Q4 2024-11.7%-20.3%+21.6%
Q3 2024-15.4%-32.6%-48.0%
Q2 2024+10.8%+29.9%+37.3%
Q1 2024+4.6%-3.4%-6.0%
Q4 2023+22.2%+65.2%+1.5%
Q3 2023+13.9%+29.3%+88.9%
Q2 2023+0.9%+1.2%+7.1%
Q1 2023+1.6%-4.1%-5.3%
Q4 2022-3.1%-9.6%-10.7%
Q3 2022-2.5%-3.7%+4.6%
Q2 2022+14.6%+23.1%-2.4%
Q1 2022-6.8%-19.6%-19.2%
Q4 2021-2.5%-8.0%-8.3%
Q3 2021-5.3%-11.3%-32.2%
Q2 2021-0.2%+2.3%+12.4%
Q1 2021+8.3%+9.7%-0.5%
Q4 2020+4.2%-3.7%-16.5%
Q3 2020+17.8%+12.4%+62.7%
Q2 2020+1.7%+1.0%+48.9%
Q1 2020-9.8%-8.1%+0.4%
Q4 2019-29.4%-19.9%-3.4%
Q3 2019-1.1%-1.2%-7.5%
Q2 2019-7.0%-3.8%+19.6%
Q1 2019-7.6%-7.9%+1.8%
Q4 2018+5.4%-1.2%-12.6%
Q3 2018-5.0%-13.1%-23.2%
Q2 2018
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017

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